Recent Headlines
Within Financial Services

SAN Group’s Annual Principals Meeting Has Virtual Debut

Online Member Event Sees 700 Session Views Over Five Hours - October 29, 2020 - SAN Group

iGrad’s Your Money Personality Receives 2020 Excellence in Financial Literacy Education Award from the Institute for Financial Literacy

"Your Money Personality™" - a financial behavior assessment used by Enrich and iGrad on their interactive financial wellness platforms, was recognized by the Institute for Financial Literacy with the 2020 Excellence in Financial Literacy Education (EIFLE) Adults’ Education Program of the Year award. - October 28, 2020 - iGrad

Top Trading Mindset Coach, Michael Lamothe, Publishing Debut Workbook on Trading Beliefs and Inspiring a Change in Mindset

NY Trading Entrepreneur Michael Lamothe is helping traders face the biggest risk in trading—the "man in the mirror"—in his debut workbook, The MARA Mindshift Guide, on November 4th, 2020 - October 28, 2020 - Mara Wealth

Desktop Alert and Aceso Medical Supply to Release 10+ Million U.S. Made N95 NIOSH Approved Surgical Respirators

Desktop Alert Mass Notification Platform in Partnership with Aceso Medical Supply has procured over 10 million US Made N95 Grade surgical Respirators for U.S. 1st Responders and qualified medical institutions only. The respirators are not available for international shipping under any circumstances. - October 27, 2020 - Desktop Alert

Bridlewood Insurance Now Offering Assistance with Medicare Enrollment from Oct. 15 Through Dec. 7

Bridlewood Insurance, the Industry leader in Medicare assistance, is offering assistance with Medicare enrollment from Oct. 15 through Dec. 7. - October 26, 2020 - Bridlewood Insurance Services

Directory Lists Local Medicare Insurance Agents

Consumers seeking information and comparisons of Medicare plans can access a directory listing local Medicare insurance professionals. The resource is made available during Medicare Open Enrollment by the American Association for Medicare Supplement Insurance. - October 26, 2020 - American Association for Medicare Supplement Insurance

Long-Term Care Insurance Association Director Shares Claims Insights

The latest information regarding long-term care insurance claims was shared during a conference call by the American Association for Long-Term Care Insurance director. - October 25, 2020 - American Association for Long-Term Care Insurance

Private Placement Markets – Insurance Market to Expand in January 2021 to Include Life Settlement Funds

Steve Muehler, the Founder and Managing Member of the Private Placement Markets, today announced that the Company will expand its Insurance Market to include a Sub-Market exclusively for Life Settlement Funds. - October 25, 2020 - Steve Muehler

Private Placement Markets to Expand Its Alternative Energy Operations

Steve Muehler today announced that the Private Placement Markets is committed to growing its Alternative Energy Markets Operations and Moving Away from Traditional Energy Operations. - October 24, 2020 - Steve Muehler

OpenPath Launches Top Subscription App for Shopify

OpenPath, the world’s most advanced payment solution, announced today the launch of an advanced app that empowers merchants to sell subscriptions from their Shopify store. “We’re pleased to be able to deliver recurring billing to Shopify merchants with the release of the... - October 23, 2020 - OpenPath

Dick Insurance Agency and Sister Company Merrimack Financial Services Announce New Hires Amid Continued Growth

Insurance and Financial Services Agencies Welcome Four to Expanding Team - October 22, 2020 - SAN Group

CompassMSP Expands Into Midwest with Acquisition of Chicago-Based Managed IT Services Provider MotherG

CompassMSP, LLC (CompassMSP), a leading managed IT service provider (MSP) with locations throughout the Northeastern US and Florida, today announced the acquisition of the assets of Mother Network Guardian LLC dba MotherG, an award-winning MSP in Chicago, IL. “We are excited to announce our... - October 21, 2020 - CompassMSP

RPA to Host Virtual Trustee University with Special Guest Ron Insana

October 27 and 28 virtual event helps retirement committee members satisfy Missouri’s annual continuing education requirement. - October 21, 2020 - Retirement Plan Advisors

Pooley Accounting Services Named Winner of Two Business Awards by Small Business Monthly

The awards include the Future 50 award as one of the fastest growing private companies in the St. Louis region and Louise Pooley, Founder and President, has been named One of the Best Accountants in the region. - October 21, 2020 - Pooley Accounting Services

Private Placement Markets Expands Its Operations to the Cayman Islands

Steve Muehler today announced that the Private Placement Markets is in the process of Opening a Satellite Office in the Cayman Islands and Registering as a Listing Agent for the Cayman Islands Stock Exchange. - October 21, 2020 - Steve Muehler

Rick Foxx, CEO of Florida’s Reverse Mortgage Center Releases New Book: "Reverse Mortgages Made Simple"

Earlier this morning, Rick Foxx, CEO of Florida’s Reverse Mortgage Center, announced the release of his third book: "Reverse Mortgages Made Simple: Your guide to the NEW Reverse Mortgage and Retirement Security - Shattering the Myths, Misconceptions and Confusion about Reverse... - October 21, 2020 - Florida's Reverse Mortgage Center

Shoreview Management Advisors Announce Mexico Strategic Sourcing Alliance

Partnership provides engineering-based approach to strategic sourcing helping companies successfully transfer product manufacturing from China to Mexico. - October 19, 2020 - Shoreview

N R Doshi and Partners Launches Forensic Audit Services

To safeguard the interest of clients and stakeholders from any fraud, embezzlement, or other financial crimes, NR Doshi and Partners launches their Forensic Audit Services. - October 18, 2020 - N R Doshi & Partners

Innovative New Franchise Opportunity Launched in Canada by Haystax Financial Inc.

Canada's mortgage landscape dramatically changed by introduction of a new, innovative, technology based franchise solution for mortgage brokers with the introduction of the Haystax Mortgage franchise model. - October 17, 2020 - Haystax Financial Inc.

PCV|VRM Seeds of Hope, PCV Murcor's Nonprofit, Donates to Wildfire Relief Fund

To help with the recent California wildfires, PCV|VRM Seeds of Hope has donated to the California Community Foundation’s Wildfire Relief Fund. - October 17, 2020 - PCV Murcor

Spencer Savings Bank Welcomes Ryan Peene as Senior Vice President and Director of Market Growth and Development

Spencer Savings Bank is pleased to welcome Ryan Peene as Senior Vice President and Director of Market Growth and Development. Peene will be in charge of leading and executing strategic growth strategies for the bank. Peene is an accomplished senior executive with years of experience in commercial... - October 17, 2020 - Spencer Savings Bank

N R Doshi and Partners Adds Online Accounting Services to Its List of Offerings

N R Doshi and Partners is a leading accounting firm with headquarters in Dubai and seven other offices in the UAE. Its basket of services includes audit and assurance, accounting, company incorporations, VAT consulting, outsourcing, and advisory services. Its rich experience of 34 years in various... - October 17, 2020 - N R Doshi & Partners

Integrated Investment Research Cancel 2020 Seminar

Unfortunately Integrated Investment Research have had to cancel their 2020 trip to Australia and Europe. PR & Marketing manager Michael Turner released the following statement, "Due to current circumstances around the world with many restrictions in place such as social distancing and... - October 17, 2020 - Integrated Investment Research

Long-Term Care Insurance Association Adds Awareness Month Tools

Special Long-Term Care awareness Month marketing tools are being made available by the American Association for Long-Term Care Insurance. - October 16, 2020 - American Association for Long-Term Care Insurance

The Palm Beach Hedge Fund Association Announces a Strategic Partnership with Jupiter Orphan Therapeutic

Jupiter Orphan Therapeutics forms strategic partnership with The Palm Beach Hedge Fund Association. - October 15, 2020 - Palm Beach Hedge Fund Association

Spencer Savings Bank Distributes $400,000 to Community for Pandemic Relief, Helps Save Businesses with Over $15M in PPP Commitment

Spencer Savings Bank recently distributed $400,000 to a variety of community members affected by the pandemic. A donation of $200,000 was made to local hospitals and nonprofits. Spencer was also able to provide, in conjunction with the Federal Home Loan Bank of NY, an additional $200,000 in grants... - October 15, 2020 - Spencer Savings Bank

Softline Conducts Assessment of Cloud Environment Status for Vizor Labs with Azure Health Checkup

Softline provided Vizor Labs, a major Russian developer of software for video analytics and computer vision, with Azure Health Checkup, a unique service for analyzing the status of cloud environment. - October 15, 2020 - Noventiq

Appalachian Underwriters, Inc. Opens New Office with New Regional Manager

Appalachian Underwriters, Inc. (AUI) announced the opening of a new satellite office in Richardson, TX, in which new hire, Terry Holley, will be the Regional Manager. Holley comes to AUI with over 25 years in the insurance industry, with former roles including Senior Vice President, and Director... - October 15, 2020 - Appalachian Underwriters, Inc.

Private Placement Markets Commits to Staying in California

Steve Muehler today announced that the Private Placement Markets is committed to not only staying in California, but to expanding its Southern California Operations in 2021. - October 15, 2020 - Steve Muehler

THH Technology Holding Company Expands Leadership Team and Locations

New CFO & CRO hires bring experience to carve-out expansion initiatives and will establish new location in Indianapolis, IN. - October 15, 2020 - AcquireTek

Nexdigm Expands Its Presence in the UAE with a New Office in ADGM, Abu Dhabi

Nexdigm is pleased to announce an increased presence in UAE with a new office in Abu Dhabi. The new office is located in the Abu Dhabi Global Market (ADGM), an International Financial Center located in UAE’s capital city. This location has several major advantages that make it a prime... - October 15, 2020 - Nexdigm

MIAA Members in Nebraska Receive Travelers S.T.A.R. Awards

Midwest Insurance Agency Alliance (MIAA) is pleased to announce one of its member agencies and member agents were recently recognized by Travelers Insurance for the Travelers Personal Insurance Nebraska market. One Way Insurance, located in Bellevue, Nebraska has been selected as the agency winner... - October 14, 2020 - Midwest Insurance Agency Alliance

Dynamic Implements Crucial Updates Needed for the MAPD Program Software Changes for Medicare & Medicaid Services (CMS) October 2020 Software Release

The CMS October 2020 software release announcement on August 25, included changes effective for AEP 2021. - October 14, 2020 - Dynamic Healthcare Systems

MIAA Awards Top-Performing Member Agencies for 2019

Midwest Insurance Agency Alliance delivered checks last week to the top five performing member agencies of 2019. With a total payout of $20,000 the checks were hand delivered by MIAA’s three agency development field specialists responsible for working with members to facilitate premium and... - October 13, 2020 - Midwest Insurance Agency Alliance

Evon Medics, LLC Has Been Awarded $1.7 Million Grant for the Evaluation of Its Medical Device for the Treatment of Opioid Use Disorder

Small business, Evon Medics, LLC today announced that it has been awarded a non-dilutive grant of $1.7 million for its Phase II SBIR (Small Business Innovation Research) clinical trials for the development and evaluation of its non-invasive Chemosensory-Based Orbitofrontal Cortex Training (CBOT)... - October 11, 2020 - Evon Medics, LLC

Natalie Greenberg Joins MJW Investments as COO

MJW Investments (MJW) announced today that Natalie Greenberg will join the firm as Chief Operating Officer (COO). In this newly created role, Greenberg will be directly involved in the formulation and execution of company strategy. In addition, she will oversee the functions of Acquisitions, Asset... - October 11, 2020 - MJW Investments

Stansberry Asset Management and Domicilium Launch Second Real Estate Fund

New fund seeks to capitalize on growth trends in Southeast markets. - October 11, 2020 - Stansberry Asset Management

Medicare Annual Enrollment Begins Next Week; No Extensions Offered

Medicare’s annual open enrollment period begins October 15 and, given the COVID-19 pandemic, the American Association for Medicare Supplement Insurance is urging seniors to review early to ensure they get a 2021 plan that best suits their health care needs. Each year, Medicare health and... - October 11, 2020 - American Association for Medicare Supplement Insurance

Justice Tax, LLC Enforces Ethics and Accountability Through NAEA Membership

The NAEA (National Association of Enrolled Agents) is a membership-based organization that emphasizes ethics and accountability in the Enrolled Agents community. The NAEA expects all of their members to abide by a strict code of conduct in their business dealings, and to provide the best client... - October 10, 2020 - Justice Tax, LLC

POWERS Insurance & Risk Management Hires Personal Lines Sales Marketer

Julia Gonzalez to manage the marketing efforts for the agency's personal insurance clientele. - October 09, 2020 - POWERS Insurance & Risk Management

Inszone Insurance Services Acquires McDowall and Keeney Insurance Associates

Agency Becomes Inszone’s Tenth Acquisition in California - October 09, 2020 - Inszone Insurance

FitzMark Acquires Mannings Truck Brokerage from OIG

FitzMark, a leading technology-enabled third party logistics solutions company, announced it has acquired Manning’s Truck Brokerage, a portfolio company of private equity firm Optimal Investment Group (“OIG”). Manning’s, a 50-year-old freight brokerage based in Omaha, NE, built a best-in-class reputation with midwest shippers and carriers alike in the food and agriscience spaces. - October 08, 2020 - Optimal Investment Group

PSI Lending Announces Company Wide Expansion

PSI Lending Expands Company Wide; Expansion on top of record growth during COVID-19 pandemic. - October 08, 2020 - Homecision

Appalachian Underwriters, Inc. Promotes Three Marketing Employees to Representatives

Appalachian Underwriters, Inc. (AUI) is proud to announce that three in-house Marketing Team members have been promoted to Marketing Representatives. All will work from the Oak Ridge, TN headquarters to service agents in their specific territories. Dakota Stiles will be servicing the Delta area,... - October 08, 2020 - Appalachian Underwriters, Inc.

Greenwald Research Teams Up with Medicare Supplement Insurance Association for National Study

A leading independent research company is working with the American Association for Medicare Supplement Insurance on a national survey of agents and brokers who market Medicare insurance plans. "We were pleased to have been asked by Greenwald Research to provide insight and input on a very... - October 08, 2020 - American Association for Medicare Supplement Insurance

Easy Microfinance Announces Flexible Payment Solutions and Supports Institutions on the Front Lines

Easy Microfinance, a leading Myanmar microfinance institution backed by Meridian Capital Limited and Delta Capital, has announced donations to support COVID-19 relief efforts in Myanmar and a roll out of a digital repayment channel through Ongo, the leading digital payment service provider in... - October 08, 2020 - Easy Microfinance

Recent Headlines Within Financial Services

Recent Headlines
Within Financial Services